Monarch Insurance Partners
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Third party posts do not reflect the views of Valmark Securities, Inc. and Monarch Insurance Partners, and have not been approved prior to posting. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualif
07/17/2024
The June 7 decision requires that life insurance death benefits collected by a business to be included in the valuation of the business for estate tax calculation, even if the proceeds were part of a buy/sell agreement. The result could greatly increase the estate tax bill for the deceased shareholder. Contact us to talk through your options. monarchinsure.com/protecting-my-business
09/07/2022
Financial advisors, do your clients have significant value tied up in life insurance? A new variable universal life insurance product allows advisors to manage its underlying investments – truly matching your client’s asset allocation needs. Contact us to learn more. https://monarchinsure.com/
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Address
3330 University Avenue Suite 202
Madison, WI
53705
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
